Kirk Nationalease Co. 401(K) Profit Sharing Plan — Form 5500 plan (Kirk Nationalease Administration Company)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Kirk Nationalease Co. 401(K) Profit Sharing Plan is a benefit plan reported by Kirk Nationalease Administration Company under EIN 34-1809423 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $5,322,397 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kirk Nationalease Administration Company
- EIN
- 34-1809423
- Plan number
- 001
- Plan type
- 2
- Location
- Sidney, OH
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $5,322,397
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20241014133407NAL0013358291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,322,397
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,322,397
- Net assets (BOY)
- $4,545,961
Income & contributions
- Employer contributions
- $152,084
- Participant contributions
- $592,031
- Total contributions
- $796,092
- Total income / additions
- $1,614,088
Expenses & distributions
- Benefits paid
- $751,245
- Administrative expenses
- $86,407
- Total expenses
- $837,652
- Net increase / (decrease)
- $776,436
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fisher Investments | OTHER SERVICES | $42,893 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $32,515 | $0 | 2023 |
| Monnier & Co | ACCOUNTANT | $10,999 | not reported in the loaded dataset | 2023 |